Begin with connected context.
Policies, assets, household changes, renewal timing, and prior requests help the assistant prepare a more relevant answer and the next useful question.

AI POLICY ASSISTANT
Turn authorized policy, asset, and household information into clearer answers, better questions, and an accountable handoff to a Litmus licensed insurance professional.
Request an AI Assistant walkthroughTHE PROBLEM
Declarations, endorsements, exclusions, assets, renewals, and prior requests live in different places. The assistant brings the authorized context together so an advisor, client, or Desk professional can begin with a more useful question—not another document search.
A CONNECTED WORKFLOW
The assistant organizes information and prepares questions. Litmus licensed insurance professionals review the information, explain coverage, and provide guidance within their authority.
What changed before this household's annual review?
Two policies renew in 28 days. The household added a property this year, and the recorded liability information has not been reviewed since that change.
Ask about recorded limits, deductibles, exclusions, renewal timing, and connected assets in everyday language.
Summarize relevant changes and organize questions for a Litmus licensed insurance professional.
Move the question and its supporting context to the right policy professional without making the user start over.
CLEAR BOUNDARYAI-generated information can be incomplete and supports preparation for review by Litmus licensed insurance professionals. It does not determine coverage or provide individualized insurance advice. Litmus licensed insurance professionals provide human guidance within their authority; incumbent or participating brokerage firms handle quotes, placement, binding, and policy service.
AI + PROFESSIONAL REVIEW
The assistant is most valuable as part of the complete P&C Insurance Desk, where connected information and human accountability remain in the same workflow.
Policies, assets, household changes, renewal timing, and prior requests help the assistant prepare a more relevant answer and the next useful question.
When interpretation or action is needed, the conversation and supporting context move to a Litmus licensed insurance professional. If coverage is requested, a selected brokerage handles the transaction.
Explore the complete DeskAI-assisted guidance can also be configured as a separate enterprise capability. Discuss a specific deployment
FROM QUESTION TO ACCOUNTABLE NEXT STEP